Governance Slows Rollout

15%its chance, of the story’s futures

−0.1%on the S&P 500, if it happens

Enterprise customers and Chinese regulators may demand stronger controls around autonomous code generation, data handling, and model provenance. This would slow deployment velocity but is unlikely to create broad market stress.

What it moves

Technology−0.2%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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